US Fed Rate Cut: Will It Spark a Record-Breaking Rally for Nifty 50?

Welcome Back Investor!

Gold’s record-breaking rally isn’t done yet-analysts say the precious metal could soar past $4,000 an ounce by 2026. But here’s the catch: a short-term dip of 5–6% might hit before the next big climb. With central banks stockpiling and rate cuts on the horizon.

Let’s dive in!

But before we start!

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Today’s Market Menu

▪️ Impact News

▪️ Markets

▪️ Everything else you need to know today

▪️ Special

▪️ Mindset

▪️ Stock Screener to up your game

IMPACT NEWS

Will the US Fed’s Rate Cut Propel Nifty 50 to New Highs?

The US Federal Reserve is widely expected to cut interest rates by 25 basis points, a decision that could reshape global market sentiment. Lower rates in the world’s largest economy often spark a rush of capital into emerging markets, and India- one of the fastest-growing economies- stands to benefit significantly.

For Indian equities, the spotlight is firmly on the Nifty 50, which has already seen strong momentum this year. A Fed rate cut could accelerate foreign institutional inflows, boosting liquidity and potentially pushing the index to record highs. However, it’s not all smooth sailing. Market watchers caution that global uncertainties, from oil prices to geopolitical tensions, could temper the rally.

Still, optimism prevails. With India’s strong domestic demand, corporate earnings growth, and improving macro indicators, the Fed’s policy shift might act as the spark that ignites the next leg of the bull run.

MARKETS

Indian markets closed higher with Nifty (+170 pts) and Sensex (+595 pts), supported by gains in auto and energy stocks, optimism over Fed rate cut hopes, stronger rupee, and positive cues from global trade talks. Broad market indices also rallied, showing strong overall sentiment.
_{Closing figures as on 16.09.25 (3.30pm IST)}

🔎 In Focus

Stock Performance:

Top Gainers

✅ Cyient (+4.1% | ₹1,272): Strong buying interest with heavy volumes pushed the stock up. No fresh corporate update - today’s rise was largely technical rebound + momentum buying.

✅ Cholamandalam Investment (+4.3% | ₹1,583): NBFC stocks rallied as rate-cut optimism improved sentiment. Heavy trading activity added fuel, making Chola one of the top gainers.

✅ HFCL (+3.5% | ₹76.5): The stock gained on short-covering in F&O (ban list buzz), which often triggers volatility. No new business announcement today.

✅ GMR Airports (+4.1% | ₹92.8): Up on the back of broker buy calls and technical breakout levels. Traders chased the stock after analysts flagged near-term upside targets.

Top Losers

🔻 Vodafone Idea (-2.5% | ₹7.94): Fell as traders booked profits ahead of a Supreme Court hearing on AGR dues, a critical overhang for the telecom major.

🔻 Syngene International (-2.0% | ₹657): No fresh negative news today- decline attributed to profit-booking after recent stability in the stock.

🔻 Godrej Consumer (-2.2% | ₹1,229): FMCG stocks lagged the market today, pulling GCPL down. Analysts cited sector weakness and valuation concerns as reasons for the dip.

🔻 Varun Beverages (-1.9% | ₹463): Slipped in line with FMCG weakness; no fresh corporate trigger. The drop looked like routine profit-taking after recent gains.

INDIA FRONTIER

Everything else you need to know today

🤖 AI: The UK has unveiled a £1 billion investment plan to boost AI innovation and regulation. Officials hope this bold push will make Britain a global hub for safe, cutting-edge AI development.

🔌 Chips: Taiwan’s TSMC is weighing a $21 billion investment in Germany, marking one of its biggest moves into Europe. The chip giant is betting big on securing supply chains closer to Western clients.

🌟 Breakthrough: Eternal Technologies has stormed past two Tata Group companies in market cap, earning a spot in the Nifty 50’s top 25.

🛵 Milestone: Ola Electric just celebrated rolling out its 1 millionth EV, marking the occasion with a sleek RoadsterX+ special edition. The feat cements Ola’s dominance in India’s EV race.

SPECIAL

Hero Motors IPO 2025 - Everything You Need to Know Before Investing

Hero Motors is gearing up for a ₹1,200 crore IPO, finally securing SEBI’s approval. The issue will include a fresh issue of ₹800 crore and an OFS of ₹400 crore, with proceeds earmarked for debt repayment, capacity expansion at its Uttar Pradesh plant, and future growth initiatives. Backed by Pankaj Munjal of the Hero Group, the auto components maker has carved out a strong niche globally, supplying precision parts for two-wheelers.

Investors will want to note the allocation split: 50% for QIBs, 15% for NIIs, and 35% for retail buyers. Managed by ICICI Securities, DAM Capital, and JM Financial, with KFin Technologies as registrar, this IPO could draw strong attention given the company’s track record and the bullish sentiment in auto ancillaries.

With its revised plan - up from ₹900 crore to ₹1,200 crore - Hero Motors is clearly signaling big ambitions.

THE HANOOMAAN INSTITUTE

How to Build Wealth on a Small Salary

Many believe wealth requires a high-paying job or lucky breaks. The truth? Wealth is more about discipline than income. Even with a modest salary, the right strategy can set you up for long-term financial freedom.

The first step is controlling lifestyle creep. Most middle-class earners inflate expenses the moment income rises. The wealthy play it differently - they lock in savings first and let lifestyle grow later. Think of it like a startup reinvesting profits before celebrating success.

Next is automatic investing. Just as founders automate customer onboarding, you can automate wealth creation by setting up SIPs or direct index fund contributions. The key is consistency, not timing the market.

A third principle is debt avoidance. Consumer debt may feel small, but it compounds against you just as investments compound for you. Eliminating high-interest loans is equivalent to a guaranteed return.

Finally, skill stacking quietly accelerates income potential. Learning adjacent skills - like a marketer adding analytics or a designer picking up no-code tools-compounds earning power without needing an immediate raise.

Wealth doesn’t demand noise, it demands systems. Build those early, and your “small salary” can quietly become your biggest wealth engine.

SUPERCHARGE YOUR INVESTING SKILLS

STOCK SCREENER TO UP YOUR GAME

Best long term Stocks
by - Nik Martian

Market Capitalization >1000 AND
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Thanks for reading.

Until tomorrow!

Hanoomaan India Business team

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